OPTU
Optimum Communications, Inc. · Communication Services · Telecommunications Services
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 77 | +1 | 113.11M | $164.49M | +8 | −7 |
| Q1 2026 | 79 | -2 | 160.84M | $209.29M | +3 | −6 |
| Q4 2025 | 81 | -1 | 182.42M | $301.05M | +1 | −1 |
| Q3 2025 | 18 | 0 | 131.67M | $317.26M | — | — |
| Q2 2025 | 15 | -1 | 98.63M | $211.03M | — | −1 |
| Q1 2025 | 13 | -2 | 46.81M | $124.53M | — | −2 |
| Q4 2024 | 15 | +1 | 47.03M | $113.31M | +1 | — |
| Q3 2024 | 13 | 0 | 42.07M | $103.49M | — | — |
| Q2 2024 | 13 | — | 37.01M | $75.50M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | D. E. Shaw & Co. ✦ | 11.53M | — | $23.52M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | D. E. Shaw & Co. ✦ | 11.53M | — | $23.52M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Oaktree Capital Management ✦ | 5.94M | — | $12.12M | 0.2% | n/c | 1 | SEC ↗ |
| 4 | PRIMECAP Management ✦ | 4.87M | — | $9.94M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 4.71M | — | $9.62M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 4.71M | — | $9.62M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 2.55M | — | $5.20M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Geode Capital Management ✦ (pasivo) | 2.49M | — | $5.08M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Geode Capital Management ✦ (pasivo) | 2.49M | — | $5.08M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 2.18M | — | $4.45M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 2.18M | — | $4.45M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 2.18M | — | $4.45M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Millennium Management ✦ | 1.26M | — | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 961.43K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Marshall Wace ✦ | 260.60K | — | $531,624 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Point72 Asset Management ✦ | 150.00K | — | $306,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 66.40K | — | $136,000 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Gotham Asset Management ✦ | 28.09K | — | $57,308 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 179 tenedores, 290.75M acciones, $379.93M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.